EM
Eric Myers Portfolio
Invests via Carrera Capital Advisors | Managed by Carrera Capital Advisors
Invests via Carrera Capital Advisors
Managed by Carrera Capital Advisors
Automatically Tracked
Eric Myers Profile
Private-market investor and former operator focused on SaaS, fintech and enterprise software growth equity. Eric Myers is an active angel and advisor who sources and structures early growth capital, serves on company boards and leads go-to-market scaling and M&A execution. Experience spans product leadership, corporate development and portfolio company operational support.
Private-market investor and former operator focused on SaaS, fintech and enterprise software growth equity. Eric Myers is an active angel and advisor who sources and structures early growth capital, serves on company boards and leads go-to-market scaling and M&A execution. Experience spans product leadership, corporate development and portfolio company operational support.
Investment Philosophy & Strategy
Targets high-growth SaaS, fintech and enterprise software companies, deploying structured growth equity and convertible instruments to align incentives and preserve optionality. Prefers founder-led teams with measurable unit economics and clear go-to-market leverage, pursuing concentrated, stage-focused positions with reserved capital for follow-ons. Combines board-level governance with operational support — product, sales scale-up and M&A execution — to de-risk execution risk and accelerate exit timing. Time horizon is growth-to-liquidity (3–7 years) with disciplined downside protection and active value creation.
Targets high-growth SaaS, fintech and enterprise software companies, deploying structured growth equity and convertible instruments to align incentives and preserve optionality. Prefers founder-led teams with measurable unit economics and clear go-to-market leverage, pursuing concentrated, stage-focused positions with reserved capital for follow-ons. Combines board-level governance with operational support — product, sales scale-up and M&A execution — to de-risk execution risk and accelerate exit timing. Time horizon is growth-to-liquidity (3–7 years) with disciplined downside protection and active value creation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
26.18%
Gain +0.42%
Monthly
0.85%
Yearly
10.66%
Drawdown
9.88%
$683.26M
Equity
Holdings
$683.26M
Investment
$633.37M
$94.18M
Profit +$2.49M
Realized
$44.29M
Unrealized
$49.89M
Dividends
$36.71M
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.42%
Profit
$2.49M
Win %
68%
This Week
Compared To Last Week
Gain
0.72%
Profit
$4.89M
Win %
68%
This Month
Compared to last month
Gain
1.62%
Profit
$10.88M
Win %
68%
This Year
Compared to last year
Gain
1.69%
Profit
$11.28M
Win %
70%
FOSL Fossil Group Inc.
+4.51%
+$3,121.08 
F Ford Motor Company
+3.29%
+$4,955.98 
SHO Sunstone Hotel Investors Inc.
+2.86%
+$68,662.32 
OVV Ovintiv Inc.
+2.7%
+$87,409.66 
UL Unilever PLC Sponsored American Depositary Receipt
+2.58%
+$6,410.25 
EQT EQT Corporation
+2.52%
+$6,040.32 
RTX RTX Corporation
+2.49%
+$8,602.5 
JPM JPMorgan Chase & Co.
+2.42%
+$172,152.75 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+2.33%
+$3,718.39 
DRH DiamondRock Hospitality Company
+2.33%
+$80,095.32 
RES Rpc Inc.
+2.28%
+$47,965.64 
BKR Baker Hughes Company
+2.21%
+$12,834.45 
ASO Academy Sports and Outdoors, Inc.
+2.2%
+$6,012.52 
PSA Public Storage Common Stock
+2.16%
+$4,713.81 
ALL Allstate Corporation
+2.1%
+$6,042.96 
EQNR Equinor ASA Sponsored ADR
+2.09%
+$84,778.6 
BUD Anheuser-Busch InBev S.A. ADR
+2.09%
+$51,503.2 
PEP PepsiCo, Inc.
+2%
+$95,524.33 
WFC Wells Fargo & Company
+1.89%
+$7,127.64 
FITB Fifth Third Bancorp
+1.87%
+$10,667.12 
CMS CMS Energy Corporation
+1.83%
+$5,234.43 
ENIC Enel Chile S.A.
+1.83%
+$1,596.72 
HD The Home Depot, Inc.
+1.8%
+$5,072.71 
E Eni S.p.A. Sponsored ADR
+1.74%
+$4,886 
LLY Eli Lilly and Company
+1.73%
+$21,791.48 
AGRO Adecoagro S.A.
+1.69%
+$31,335.42 
TZA Direxion Daily Small Cap Bear 3X Shares
+1.65%
+$819.48 
ALKS Alkermes plc
+1.65%
+$59,422.62 
AXP American Express Company
+1.64%
+$3,285.7 
EPHE iShares MSCI Philippines ETF
+1.59%
+$45,330.11 
AMX América Móvil, S.A.B. de C.V.
+1.56%
+$3,305.75 
PG Procter & Gamble Co
+1.53%
+$5,844 
COP ConocoPhillips
+1.51%
+$94,029.46 
EXC Exelon Corporation
+1.5%
+$3,293.11 
KO The Coca-Cola Company
+1.49%
+$10,714.77 
SRE Sempra
+1.48%
+$2,920.94 
BAC Bank of America Corporation
+1.39%
+$10,620 
KRE SPDR S&P Regional Banking ETF
+1.32%
+$181,994.4 
BWA BorgWarner Inc.
+1.31%
+$26,425.63 
ET Energy Transfer L.P.
+1.31%
+$23,964.72 
JNJ Johnson & Johnson
+1.28%
+$65,305.5 
VALE Vale S.A.
+1.27%
+$24,113.26 
APA APA Corporation
+1.25%
+$28,245.66 
FRT Federal Realty Investment Trust
+1.25%
+$38,823.84 
VZ Verizon Communications Inc.
+1.23%
+$4,919.17 
XLP Consumer Staples Select Sector SPDR Fund
+1.21%
+$21,782.25 
AMG Affiliated Managers Group Inc.
+1.21%
+$42,392.2 
MRK Merck & Co., Inc.
+1.19%
+$3,450.32 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+1.18%
+$38,448.41 
AAPL Apple Inc.
+1.15%
+$66,341.72 
NEE NextEra Energy, Inc.
+1.15%
+$77,140.7 
BRK-B Berkshire Hathaway Inc.
+1.1%
+$9,149.74 
CVX Chevron Corporation
+1.1%
+$55,535.81 
SCHH Schwab U.S. REIT ETF
+1.09%
+$4,943.12 
GDXJ VanEck Junior Gold Miners ETF
+1.08%
+$63,432.08 
VPU Vanguard Utilities ETF
+1.07%
+$2,227.18 
COST Costco Wholesale Corporation
+1.06%
+$14,164.79 
BRK-A Berkshire Hathaway Inc.
+1.05%
+$8,274.17 
TMUS T-Mobile US, Inc.
+1.02%
+$34,753.48 
VTR Ventas Inc.
+1.02%
+$69,908.43 
PTEN Patterson-UTI Energy Inc.
+1.02%
+$34,666.64 
FCX Freeport-McMoRan Inc.
+1%
+$26,763.18 
V Visa Inc. Class A
+1%
+$6,951.3 
SCHD Schwab U.S. Dividend Equity ETF
+1%
+$33,603.42 
CPA Copa Holdings S.A.
+0.99%
+$4,262.65 
NMR Nomura Holdings Inc. Sponsored ADR
+0.97%
+$53,361.36 
VNQ Vanguard Real Estate ETF
+0.96%
+$166,598.96 
FNDF Schwab Fundamental International Large Company Index ETF
+0.95%
+$31,593.99 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.94%
+$57,945.28 
POR Portland General Electric Company
+0.94%
+$20,571.34 
LTC LTC Properties Inc.
+0.9%
+$42,171.48 
WMT Walmart Inc.
+0.89%
+$3,951.15 
DTE DTE Energy Company
+0.86%
+$4,097.5 
VGK Vanguard FTSE Europe ETF
+0.84%
+$3,626.49 
VIV Telefonica Brasil S.A. ADR
+0.82%
+$12,290.6 
EZA iShares MSCI South Africa ETF
+0.81%
+$9,492.83 
IEFA iShares Core MSCI EAFE ETF
+0.81%
+$54,679.56 
XOM Exxon Mobil Corporation
+0.8%
+$16,501.57 
GS The Goldman Sachs Group, Inc.
+0.77%
+$3,288 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.77%
+$197,768.83 
MS Morgan Stanley
+0.75%
+$2,087.07 
TXN Texas Instruments Inc
+0.73%
+$3,012.52 
MT ArcelorMittal S.A.
+0.72%
+$2,663.86 
EFA iShares MSCI EAFE ETF
+0.72%
+$3,156.75 
SYK Stryker Corporation
+0.72%
+$5,000.08 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
+0.71%
+$138,520.89 
ILF iShares Latin America 40 ETF
+0.7%
+$114,904.92 
SYY Sysco Corporation
+0.67%
+$2,678.5 
EZU iShares MSCI Eurozone ETF
+0.64%
+$6,735.59 
SCHF Schwab International Equity ETF
+0.61%
+$12,170.24 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.6%
+$116,165.7 
SAN Banco Santander S.A. Sponsored ADR
+0.59%
+$819.36 
PPLT abrdn Physical Platinum Shares ETF
+0.58%
+$7,416.76 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
+0.48%
+$8,587.98 
JETS U.S. Global Jets ETF
+0.47%
+$2,762.25 
LUV Southwest Airlines Co.
+0.47%
+$7,906.09 
MA Mastercard Incorporated
+0.44%
+$2,230.4 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.44%
+$1,533.7 
EDV Vanguard Extended Duration Treasury ETF
+0.43%
+$788.75 
VIG Vanguard Dividend Appreciation ETF
+0.42%
+$2,717.27 
VONV Vanguard Russell 1000 Value Index Fund
+0.41%
+$2,242.96 
COWZ Pacer US Cash Cows 100 ETF
+0.36%
+$1,265.57 
TLT iShares 20+ Year Treasury Bond ETF
+0.31%
+$47,920 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.3%
+$649.98 
RNW Renew Energy Global Plc
+0.29%
+$336.28 
ILCV iShares Morningstar Value ETF
+0.26%
+$965.01 
EWS iShares MSCI Singapore ETF
+0.21%
+$1,769.04 
TGB Taseko Mines Ltd.
+0.18%
+$4,130.98 
IHI iShares U.S. Medical Devices ETF
+0.18%
+$495.11 
VEU Vanguard FTSE All-World ex-US ETF
+0.17%
+$1,225.42 
LMBS First Trust Low Duration Opportunities ETF
+0.16%
+$29,878.29 
SCMB Schwab Municipal Bond ETF
+0.16%
+$635.92 
ABEV Ambev S.A.
+0.15%
+$128.94 
RSP Invesco S&P 500 Equal Weight ETF
+0.15%
+$1,329.3 
BND Vanguard Total Bond Market Index Fund
+0.14%
+$1,919.84 
AGG iShares Core U.S. Aggregate Bond ETF
+0.13%
+$1,983.12 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.13%
+$275.13 
DDFM Innovator Equity Dual Directional 15 Buffer ETF - March
+0.12%
+$920.58 
GLD SPDR Gold Shares
+0.12%
+$471.06 
IEF iShares 7-10 Year Treasury Bond ETF
+0.12%
+$296.23 
IAU iShares Gold Trust
+0.12%
+$303.33 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.12%
+$13,581.88 
IJR iShares Core S&P Small-Cap ETF
+0.1%
+$2,021.32 
GPZ VanEck Alternative Asset Manager ETF
+0.09%
+$231.42 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.09%
+$1,448.23 
HBM Hudbay Minerals Inc.
+0.08%
+$602.4 
VTEB Vanguard Tax-Exempt Bond ETF
+0.08%
+$468.8 
NEAR iShares Short Maturity Bond ETF
+0.06%
+$670.89 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.06%
+$89,912.55 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.04%
+$1,553.96 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$102.52 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$1,675.82 
SLV iShares Silver Trust
+0.02%
+$1,129.95 
VO Vanguard Mid-Cap ETF
+0.01%
+$496.76 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$3,295.47 
ATAI AtaiBeckley Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 PCMM
PCMM
0%
$0 
PANW Palo Alto Networks, Inc.
-6.35%
-$29,658.71 
INTC Intel Corporation
-4.02%
-$16,310.25 
ARDX Ardelyx Inc.
-3.98%
-$25,370.67 
LRCX Lam Research Corporation
-3.6%
-$12,977.79 
AMD Advanced Micro Devices, Inc.
-3.56%
-$13,908.52 
AMAT Applied Materials, Inc.
-2.94%
-$8,152.53 
KLAC KLA Corporation
-2.77%
-$4,941.1 
TUR iShares MSCI Turkey ETF
-2.74%
-$8,507.24 
UWMC UWM Holdings Corporation
-2.61%
-$18,594.69 
AVGO Broadcom Inc.
-2.34%
-$11,678.93 
META Meta Platforms Inc Class A
-2.19%
-$21,643.7 
SOXX iShares Semiconductor ETF
-2.19%
-$8,565.22 
ABUS Arbutus Biopharma Corporation
-1.98%
-$21,859.19 
SMH VanEck Semiconductor ETF
-1.88%
-$5,157.97 
VGT Vanguard Information Technology ETF
-1.7%
-$6,303.85 
EWM iShares MSCI Malaysia ETF
-1.61%
-$144,330.83 
IWP iShares Russell Mid-Cap Growth ETF
-1.56%
-$3,389.1 
RIVN Rivian Automotive, Inc.
-1.5%
-$2,669.16 
UNH UnitedHealth Group Incorporated
-1.47%
-$3,444.49 
INFU InfuSystem Holdings Inc.
-1.44%
-$4,047.6 
CQQQ Invesco China Technology ETF
-1.41%
-$45,140.31 
GOOGL Alphabet Inc
-1.34%
-$30,545.97 
QQQ Invesco QQQ Trust, Series 1
-1.33%
-$25,687.12 
PWB Invesco Large Cap Growth ETF
-1.3%
-$6,201.65 
MSFT Microsoft Corp.
-1.29%
-$55,894.76 
QCOM QUALCOMM Incorporated
-1.24%
-$3,052 
GOOG Alphabet Inc
-1.21%
-$5,875.53 
TKC Turkcell Iletisim Hizmetleri A.S. ADR
-1.21%
-$17,732.88 
TMO Thermo Fisher Scientific Inc.
-1.13%
-$5,678.53 
IWF iShares Russell 1000 Growth ETF
-1.1%
-$5,414.95 
DE Deere & Company
-1.08%
-$2,411.28 
AVEM Avantis Emerging Markets Equity ETF
-1.06%
-$5,833.92 
EEM iShares MSCI Emerging Markets ETF
-1.05%
-$3,254.19 
VONG Vanguard Russell 1000 Growth Fund
-1.05%
-$8,716.7 
IEMG iShares Core MSCI Emerging Markets ETF
-0.99%
-$21,537.67 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.95%
-$5,911.58 
FXI iShares China Large-Cap ETF
-0.88%
-$76,242.9 
SPEM SPDR Portfolio Emerging Markets ETF
-0.85%
-$3,630.07 
BJ BJ's Wholesale Club Holdings, Inc.
-0.84%
-$2,265.43 
TMFC Motley Fool 100 Index ETF
-0.83%
-$3,724 
VWO Vanguard FTSE Emerging Markets ETF
-0.82%
-$6,464.08 
TSLA Tesla, Inc.
-0.69%
-$6,159.8 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.68%
-$6,203.6 
URA Global X Uranium ETF
-0.66%
-$4,330.32 
BSAC Banco Santander-Chile ADR
-0.66%
-$3,655.64 
CHI Calamos Convertible Opportunities and Income Fund
-0.6%
-$884 
IWM iShares Russell 2000 ETF
-0.51%
-$3,215.77 
URNM Sprott Uranium Miners ETF
-0.5%
-$8,621.58 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.5%
-$106,979.76 
RKT Rocket Companies, Inc. Class A
-0.5%
-$1,546.98 
VLUE iShares MSCI USA Value Factor ETF
-0.47%
-$4,264.26 
VB Vanguard Small-Cap ETF
-0.44%
-$845.82 
IVZ Invesco Ltd.
-0.31%
-$858.78 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.31%
-$1,921.16 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.31%
-$13,273.09 
EC Ecopetrol S.A. Sponsored ADR
-0.28%
-$7,700.6 
VOO Vanguard S&P 500 ETF
-0.28%
-$3,145.78 
GNL Global Net Lease, Inc.
-0.25%
-$336.31 
IWB iShares Russell 1000 ETF
-0.25%
-$5,393.33 
SPY SPDR S&P 500 ETF Trust
-0.25%
-$3,313.85 
IVV iShares Core S&P 500 ETF
-0.23%
-$7,223.7 
CAT Caterpillar Inc.
-0.22%
-$2,518.58 
NVDA NVIDIA Corporation
-0.2%
-$5,406.72 
IJH iShares Core S&P Mid-Cap ETF
-0.19%
-$3,280.32 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-0.19%
-$4,448.96 
MDY SPDR S&P MidCap 400 ETF Trust
-0.16%
-$1,180.44 
AMZN Amazon.com Inc
-0.11%
-$2,500 
VFLO VictoryShares Free Cash Flow ETF
-0.11%
-$419.15 
KT KT Corporation
-0.11%
-$248.34 
USMV iShares MSCI USA Min Vol Factor ETF
-0.08%
-$11,715.84 
JBBB Janus Henderson B-BBB CLO ETF
-0.05%
-$205.53 
MUB iShares National Muni Bond ETF
-0.01%
-$10.72 Events
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Dividends
Dividend Analysis
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| Trades 1285 | Longs Won 859/1285 66% | Profit Factor 3.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $416,983.16 |
| Average Win $149,080.47 | Best Trade (Mar 31) $8.4M | Sharpe Ratio -10.37 |
| Average Loss -$79,523.68 | Worst Trade (Oct 15) -$1.9M | Z-Score 5.6 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 3d | Expectancy $73,294.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,621 | 7,759 | 6,897 | 6,034 | 5,172 | 4,310 | 3,448 | 2,586 | 1,724 | 862 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,838 | $4.11M | $5.82M | - | $1.72M | 41.86% | +1.152% |
| ABEV Ambev S.A. | 25,788 | $80,974 | $84,197.82 | - | $3,223.82 | 3.98% | +0.153% |
| ABUS Arbutus Biopharma Corporation | 257,167 | $1.16M | $1.08M | - | -$77,367.18 | -6.68% | -1.981% |
| AGG iShares Core U.S. Aggregate Bond ETF | 16,526 | $1.62M | $1.58M | - | -$44,214.32 | -2.72% | +0.126% |
| AGRO Adecoagro S.A. | 184,326 | $1.76M | $1.88M | - | $123,498.71 | 7.02% | +1.692% |
| ALKS Alkermes plc | 90,034 | $4.33M | $3.67M | - | -$658,148.54 | -15.21% | +1.646% |
| ALL Allstate Corporation | 1,199 | $249,672.13 | $293,323.36 | - | $43,651.23 | 17.48% | +2.104% |
| AMAT Applied Materials, Inc. | 646 | $221,270.8 | $269,633.94 | - | $48,363.14 | 21.86% | -2.935% |
| AMD Advanced Micro Devices, Inc. | 694 | $403,152 | $376,279.1 | - | -$26,872.9 | -6.67% | -3.565% |
| AMG Affiliated Managers Group Inc. | 9,156 | $2.18M | $3.55M | - | $1.37M | 62.59% | +1.209% |
| AMX América Móvil, S.A.B. de C.V. | 9,445 | $240,648.33 | $215,157.1 | - | -$25,491.23 | -10.59% | +1.56% |
| AMZN Amazon.com Inc | 8,621 | $1.78M | $2.19M | - | $417,310.45 | 23.49% | -0.114% |
| APA APA Corporation | 47,874 | $1.56M | $2.29M | - | $730,093.68 | 46.82% | +1.249% |
| ARDX Ardelyx Inc. | 195,159 | $1.17M | $612,799.26 | - | -$552,630.24 | -47.42% | -3.976% |
| ASO Academy Sports and Outdoors, Inc. | 4,679 | $234,383.99 | $279,593.64 | - | $45,209.65 | 19.29% | +2.198% |
| ATAI AtaiBeckley Inc. | 137,560 | $486,962 | $486,962 | - | - | - | 0.0 |
| AVEM Avantis Emerging Markets Equity ETF | 6,077 | $489,682.37 | $543,526.88 | - | $53,844.51 | 11% | -1.062% |
| AVGO Broadcom Inc. | 1,449 | $442,833.92 | $487,255.23 | - | $44,421.31 | 10.03% | -2.341% |
| AXP American Express Company | 638 | $215,720 | $203,534.76 | - | -$12,185.24 | -5.65% | +1.641% |
| BAC Bank of America Corporation | 14,750 | $685,118.37 | $773,195 | - | $88,076.63 | 12.86% | +1.393% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Eric Myers?
The largest contributions to the portfolio's profits come from the following stocks: iShares Silver Trust - $13.34M, BondBloxx Bloomberg Six Month Target Duration US Treasury ETF - $9.76M, VanEck Junior Gold Miners ETF - $5.8M, First Trust Global Tactical Commodity Strategy Fund - $5.17M, and SPDR Bloomberg 1-3 Month T-Bill ETF - $3.67M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund - $1.76M, Telefonica SA - $1.1M, AGF U.S. Market Neutral Anti-Beta Fund - $729,340.14, Elevance Health, Inc - $664,308.54, and Renew Energy Global Plc - $619,843. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Eric Myers's portfolio generate?
The portfolio generates substantial dividend income, with a total of $36.71M earned over time. The largest contributors to dividend income include BondBloxx Bloomberg Six Month Target Duration US Treasury ETF - $9.79M, First Trust Global Tactical Commodity Strategy Fund - $4.3M, SPDR Bloomberg 1-3 Month T-Bill ETF - $3.66M, PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund - $1.04M, and Janus Henderson AAA CLO ETF - $974,631. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Eric Myers's monthly returns?
Eric Myers's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Eric Myers's strategy be considered aggressive or moderate?
Eric Myers's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Eric Myers's strategy?
Eric Myers's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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